Wills and Private Client - Introduction

It is tempting when thinking of giving instructions for a Will simply to take the approach that this is a document which may not be needed for many years (or perhaps even at all!).

The preparation of a Will is however an opportunity to undertake an overall survey of your affairs.

We aim to help our clients plan for the long term to include a review of:-

Wills – testamentary provision for loved ones – including dependants who may have a claim against your Estate

Inheritance Tax Planning – the creation of a strategy to avoid or mitigate liability for inheritance tax

Powers of Attorney/Advance Directive – the creation of mechanisms and instructions to ensure that your needs are met and wishes respected in the event that you should lose mental capacity – by virtue of a gradual decline in faculties from advancing years or a sudden calamity such as an accident or stroke.

We are able to work in close liaison with financial advisers to ensure that a “complete” solution suitable to your circumstances is achieved.